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MASTER TRUST
Financial planning
The Securitor/PACT financial planning dealer groups will implement a price and functionality review of the Asgard master trust in an attempt to increase its market compet...
Financial planning
Asgard and Macquarie Wrap have made big pushes for new business announcing boosted payments to advisers for writing new business into the investment platforms....
Financial planning
Fund manager Deutsche Asset Management (DeAM) has launched a new small caps fund, the Deutsche Australian Small Companies Fund, to take advantage of a perceived gap in th...
Financial planning
Melbourne-based fund manager Equity Trustees (EQT) has acquired the $110 million Wealthpac Access Master Trust, which has 7,600 members and is comprised of employer super...
Financial planning
Netwealth is to offer unlimited Australian equities investment choice in its superannuation master trust....
Financial planning
The only part of the BT Funds Management (BTFM) group not to merge with Westpac, the direct and listed property groups, are set to re-establish themselves in the retail m...
Financial planning
Investment manager Invesco will transfer its Approved Deposit Funds (ADFs) into SMF Funds Management’s master trust The Spectrum Plan, providing SMF with over 1,100 new m...
Financial planning
AXA has reported a 28 per cent profit growth in its wealth protection business despite a decline in retirement product inflows....
Editorial
We are all aware that reduced levels of investment returns will accelerate the rate at which clients are demanding lower overall fees for their managed investments....
Financial planning
Australia’s burgeoning master trust and wrap platform market has continued to draw a significant portion of retail investment funds, but has not been able to escape the o...
Financial planning
Colonial First State’s (CFS) flagship master trust, FirstChoice, has reached the $2 billion mark in funds under administration less than nine months after its launch....
Funds management
When is a master trust not a master trust? When it behaves like a fund manager. Peter Worcester reports....
Financial planning
Colonial First State Investments (CFS) has put the asset consulting contract for its flagship FirstChoice master trust out to tender, possibly spelling the end of its rel...
Financial planning
Macquarie Funds Management will move to list its wholesale Diversified Treasury Fund on master trust and wrap menus after the fund broke the $1 billion mark for funds und...
Financial planning
FirstChoice, Colonial First State’s flagship master trust, has reached the $1.4 billion mark in funds under administration within six months of its launch....
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...